Creating daily, weekly and monthly reports for your organization is incredibly important to keep track of things like finances
Infor CRM offers a reporting solution for custom and pre-built reports. It also offers an advanced dashboard capability. This solution can generate charts, grids, input parameters, images and other information relevant to the report. Users can create interactive reports that allow the end user to explore the data through an operational-report format. With Infor, users can schedule reports to run at specific times and distribute completed reports via a batch process.
Infor CRM Pivot Reporter, a powerful yet easy-to-use reporting and analysis tool, offers a simple solution. Now, any Infor CRM user can quickly create custom ‘pivot-style’ reports without any special report writing or database skills. Create pipeline reports grouped by sales person or team, marketing lead source and campaign status reports, support ticket metric reports and more.
Simply drag and drop fields from Infor CRM or modify one of more than 20 sample reports to meet your unique reporting needs. Reports update instantly after dragging additional fields or changing captions. You can also export reports to Excel with a single click for additional analysis.
Users with the “Manage Custom Report Types” permission can define custom report types that extend the types of reports from which all users in their organization can create or update custom reports. When a user creates a custom report in Salesforce, the program auto-fills some fields to assist with report generation. Custom fields can be added, hidden or filtered to narrow the field of the report. Then that information is displayed in a robust real-time dashboard.
A developer can edit a custom report type in a managed package after it’s released, and can add new fields. Subscribers automatically receive these changes when they install a new version of the managed package. However, developers can’t remove objects from the report type after the package is released. If you delete a field in a custom report type that’s part of a managed package, and the deleted field is part of bucketing or used in grouping, you receive an error message.
With Infor CRM, you control both the pre-built or custom reports that you design to fit your needs. Salesforce has good reporting abilities, but misses the ease of use and comprehensiveness found with Infor. It also has less flexibility overall and is harder to learn to use.
The ability to digest massive quantities of data is something companies need in a competitive landscape.
Infor provides a visual analyzer, advanced analytics and Birst tool options. All three features dive deep into your analytics and identify your most sought-after products. Then they determine who is most likely to make a purchase next. By monitoring these types of customer movements, you’re able to respond quicker to changes that occur on the market.
The visual analyzer and advanced analytics provide analytical capabilities including drilling, pivoting, filtering, statistical analysis, what-if parameter-driven analysis, forecasting/predictive, advanced visualizations and many more features. Non-IT users and developers can create new content, manipulate existing content and do many complex analysis activities with the Spotfire Professional tool, which is provided to all Advanced Analytics customers.
Salesforce offers the paid add-on QlikView which provides opportunities to bolster sales, track marketing campaigns and improve lead nurturing. QlikView for Salesforce delivers BI advantages with rapid time to value, ease of use and minimal or no reliance on IT for near-real-time analytics. Using QlikView, Salesforce customers can drive higher levels of sales efficiency and effectiveness.
The platform from Salesforce also measures pipeline trends across the entire sales cycle and analyzes customers and prospects across multiple dimensions and data sources. Users can plan and track more effective marketing campaigns and linked sales activities, as well as increase demand generation, cross-sell and upsell opportunities.
Both offer comprehensive options, but Infor’s BI packs more of a punch and doesn’t cost the user extra.
Industry Business Process Support
This refers to whether an application supports core business processes like procurement, logistics, product development and manufacturing, human capital management, etc.
Infor CRM does more than just improve relationships between businesses and their consumer base. This well-rounded CRM tool has all the essential applications and functionalities to help businesses succeed in today’s competitive landscape.
Infor was designed to be flexible and allow for modifications if needed to support specific functionality requests, as well as a customized business process. The environment has strong add-on functionality that makes some of these features easier to complete. Easy integration of the system makes it a breeze when setting everything up with existing software. You’ll be able to make wiser choices when it comes to procurement, product development and more.
Salesforce CRM (Sales Cloud) puts everything you need at your fingertips any time, anywhere. With a robust collection of modules to choose from, collaboration across your organization and a better sales pipeline isn’t only possible, it’s easy.
Salesforce offers its unique Process Builder to users so they can easily create records, emails and tasks in just a few steps. If customers aren’t satisfied, you can easily shift gears to boost customer satisfaction and get them interested in what you’re trying to sell. Salesforce’s CRM software streamlines and automates business processes, providing deep analysis and insight into important sales and client data.
Infor takes this round as well, as it offers more customization and ease of use, as well as a higher level of automation.
Both these CRM platforms have their pros and cons, and the right software for you depends on your business size and needs. That being said, our analysts found that Infor CRM consistently out-performed Salesforce Sales Cloud.
What CRM do you use? Which would you like us to compare? Feel free to leave us any questions and comments you have.